WE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
SEC RegisteredComprehensive Wealth Management
PLYMOUTH, MNhttps://wealthenhancement.com763-417-1700
Assets Under Management
$25B+
Employees
1700
Office Locations
26 offices
Total Accounts
221892
About the firm
Wealth Enhancement offers a team-based approach to wealth management, where local advisor teams are backed by specialists in tax, estate planning, retirement, and beyond. Their approach, called the Roundtable™, brings together a diverse set of financial specialists and advisors working collaboratively for clients' financial futures.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Areas of expertise
Wealth ManagementRetirement Income PlanningInvestment ManagementTax StrategiesEstate PlanningFinancial PlanningRisk ManagementInsuranceTrust ServicesTax PreparationBusiness Owner Consulting+1 more
Services
Retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and financial planning. Also offers specialized solutions including employee retirement account management, trust services, tax preparation, business owner consulting, plan sponsor guidance, plan participant education, and employee benefits programs.
Who they serve
Individuals seeking comprehensive wealth management, as well as businesses including plan sponsors, plan participants, and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 53,562 | $72.3B |
| High Net Worth Individuals | 27,424 | $39.3B |
| Charitable Organizations | 1,096 | $6.0B |
| State/Municipal Entities | 643 | — |
327 total clients reported on Form ADV.
Leadership
Llc Wealth Enhancement Group
OWNER
Jeffrey Thomas Harold Dekko
CHIEF MANAGER
Michael William Stefano
CHIEF COMPLIANCE OFFICER
Llc Weg Holdings
OWNER
Lp Norwest Equity Partners Viii
OWNER
Lllp Norwest Limited Lp
OWNER
Llc Itasca Partners Viii
GENERAL PARTNER
Llc Tiberius Ventures
GENERAL PARTNER
Llc Augustus Ventures
OWNER
Llc Nero Limited
OWNER
Llc Nero Limited
OWNER
Wells Fargo & Company
OWNER
Todd Jeffrey Solow
DIRECTOR
Rhonda Kavanagh
CHIEF FINANCIAL OFFICER,SECRETARY
Erik Matthew Torgerson
DIRECTOR
Kenneth James Severud
CHIEF OPERATING OFFICER
Jason Sondell
DIRECTOR
John Herman Wernz
VICE PRESIDENT
Mark Alan Ledson
SENOR VICE PRESIDENT
Office locations
26 offices in 14 states
MN
PLYMOUTHHQ
MA
BOSTON
NJ
WARREN
CA
LOS ANGELES
NY
PITTSFORD
CA
NOVATO
FL
JACKSONVILLE
FL
COCONUT GROVE
WI
BROOKFIELD
CA
OAKLAND
WI
GREEN BAY
GA
ATLANTA
CO
DENVER
NY
NEW YORK
CT
DARIEN
WI
MADISON
MN
MANKATO
MN
ARDEN HILLS
MN
BURNSVILLE
MN
WOODBURY
MD
FULTON
PA
MALVERN
NJ
PARSIPPANY
SC
ROCK HILL
NC
CHARLOTTE
MN
WAYZATA
Advisors at this firm
Showing 100 of 976
Robert Paul Aamodt
Investment Adviser Representative
Eric Maynard Aanes
Investment Adviser Representative
Veronica Marie Aaron
Investment Adviser Representative
Thomas Barry Affleck
Investment Adviser Representative
Mitchell Joseph Ahmad
Investment Adviser Representative
Michael Ray Albillar
Investment Adviser Representative
Nicholas Albuquerque
Investment Adviser Representative
Edwina Yvonna Allee
Investment Adviser Representative
Michael Allen
Investment Adviser Representative
Jeremie Darrek Alley
Investment Adviser Representative
Richard Joseph Alphonso
Investment Adviser Representative
Jonathan Florante Alviar
Investment Adviser Representative
Eric Nicholas Alvito
Investment Adviser Representative
Jacqueline Anne Ampe
Investment Adviser Representative
Peter Souren Anastasian
Investment Adviser Representative
Dana Kay Anderson
Investment Adviser Representative
Erik Anderson
Investment Adviser Representative
Jodi L Anderson
Investment Adviser Representative
Lucas Ray Anderson
Investment Adviser Representative
Kevin Anema
Investment Adviser Representative
Jessica Anseth
Investment Adviser Representative
Parker Applegate
Investment Adviser Representative
Zachary Alexander Armenta
Investment Adviser Representative
Francis Charles Armstrong
Investment Adviser Representative
Susan Mackenzie Arnett
Investment Adviser Representative
Kimberly Ellen Arthur
Investment Adviser Representative
William Arthur
Investment Adviser Representative
Hayden Vaughn Askea
Investment Adviser Representative
Shelley Ann Austin
Investment Adviser Representative
Martha Jeanne Awad
Investment Adviser Representative
Matthew Baity
Investment Adviser Representative
Margaret Bliss Beggs Towle
Investment Adviser Representative
Nicholas Charles Beissel
Investment Adviser Representative
Yesenia Virginia Beltran
Investment Adviser Representative
John P Beninato
Investment Adviser Representative
Thomas Berry
Investment Adviser Representative
Michael Charles Bishop
Investment Adviser Representative
Edward F Blackburn
Investment Adviser Representative
Kara Boehm
Investment Adviser Representative
Michael Bohmer
Investment Adviser Representative
Jennifer Elizabeth Boland
Investment Adviser Representative
Philip Hamilton Brice
Investment Adviser Representative
Robert James Burley
Investment Adviser Representative
William Lawrence Bush
Investment Adviser Representative
Zachary Babineau
Investment Adviser Representative
Jacob Madison Babiuk
Investment Adviser Representative
Luke Francis Bagley
Investment Adviser Representative
Christopher Ralph Baker
Investment Adviser Representative
David Hm Baker
Investment Adviser Representative
Russell W Ball
Investment Adviser Representative
Kendra Dawn Baranko
Investment Adviser Representative
Abraham Barrera
Investment Adviser Representative
Christopher Donald Bart
Investment Adviser Representative
Isaac Barthelmess
Investment Adviser Representative
Ryan David Bartlett
Investment Adviser Representative
James Walter Bassett
Investment Adviser Representative
Bradly Hite Baxter
Investment Adviser Representative
Kimberly Jean Baxter
Investment Adviser Representative
Aaron Bayne
Investment Adviser Representative
Jason Douglas Beaird
Investment Adviser Representative
Tiffany Mills Beard
Investment Adviser Representative
Aidan Lael Beaton
Investment Adviser Representative
Melissa Kaye Beaumont
Investment Adviser Representative
Brian Bedford
Investment Adviser Representative
Mitchell Paul Belella
Investment Adviser Representative
Craig Allen Belisle
Investment Adviser Representative
John Andrew Bellamy
Investment Adviser Representative
Heather Lea Benash
Investment Adviser Representative
Matthew William Benz
Investment Adviser Representative
Sean Berger
Investment Adviser Representative
Paul Bergeron
Investment Adviser Representative
William R Berkowitz
Investment Adviser Representative
Sebastian Bermeo
Investment Adviser Representative
Alexander Romeo Bernier
Investment Adviser Representative
Andrea Ruth Bevanda
Investment Adviser Representative
Katie Marie Biedler
Investment Adviser Representative
Jenna Lynn Blevins
Investment Adviser Representative
Patrick James Bobbins
Investment Adviser Representative
Jennifer Marie Boeckmann
Investment Adviser Representative
Kenneth Bollinger
Investment Adviser Representative
Steven Brett Boner
Investment Adviser Representative
Michael Barney Bono
Investment Adviser Representative
Travis Booth
Investment Adviser Representative
Robert Barclift Borden
Investment Adviser Representative
William H Borders
Investment Adviser Representative
Andrew Bosma
Investment Adviser Representative
Jamar M. Bostic
Investment Adviser Representative
Wesley Boudreaux
Investment Adviser Representative
Seif Boulos
Investment Adviser Representative
Bradley Ryan Boulton
Investment Adviser Representative
Carol Ann Bowe
Investment Adviser Representative
Nathan Lynn Bowen
Investment Adviser Representative
William Lee Bowman
Investment Adviser Representative
Kevin M Bowyer
Investment Adviser Representative
Jchristopher Boyd
Investment Adviser Representative
Kristen Cavaliere Boyd
Investment Adviser Representative
Melinda Boyd
Investment Adviser Representative
Nicolas Michael Anthony Boyd
Investment Adviser Representative
Neva Bradley
Investment Adviser Representative
Daniel James Brady
Investment Adviser Representative
Regulatory & compliance
CRD number
#116407
SEC Number
801-60749
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
| Asset tier | Annual rate |
|---|---|
| $999,999 or less | 1.50% |
| $1,000,000–$2,000,000 | 1.25% |
| Over $2,000,000 | 1.00% |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
wealthenhancement.comPhone
763-417-1700Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.